Explore strategies to protect your financial future
Canada’s capital gains tax rules changed in June 2024. If you are planning to sell or transfer any investments, holdings, properties or a business, you could be facing a much bigger tax bill than before.
Paying tax is one of life’s inevitabilities, but there are ways to mitigate and minimize the burden on you and your family. Listen in and watch as our panel of financial, investment, tax and accounting experts review the changes to Canada’s capital gains tax rules with practical solutions, tips and strategies to get the most out of your investments.
Over the hour, you’ll learn:
• The new rules on capital gains taxes and what it means for you
• The impact on your assets, including real estate, business, investment portfolios and other high-value holdings
• How to address these changes in both your financial and estate plans
• How to navigate through the changes with ways to recalibrate your tax obligations
• Investment approaches to consider moving forward
Speakers
Tyler Fichtner, CPA, CA
Investment Advisor, BlueShore Financial
Kimberly Lamoureux, CFP®
Financial Advisor, BlueShore Financial
Julia Parciak, CPA
Manager, Cahill CPA
Janice Tai, CPA, CA
Partner, Cahill CPA
This webinar shares and explores strategies, tips and scenarios for individual investors and families and those who are concerned what the new rules mean to them, their assets and the impact on their financial future.
Have a question? Ask an expert
Tyler Fichtner Investment Advisor
Investment Advisor
Our team of experienced professionals are here to answer any questions you may have.
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